Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allison? Claim Your ProfileAllison Coleman Schenk has been in the financial services industry since January 1999. Allison is currently registered as a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. in the states of Illinois and Texas. Allison is also a registered investment adviser representative. Allison has previously worked at J.P. Morgan Securities LLC and J.P. Morgan Securities Inc. Allison holds several professional licenses including Series 7, Series 10, Series 24, Series 63 and Series 65. Allison specializes in providing financial advice to individuals, corporations and pension and profit-sharing plans. Allison also has experience in portfolio management for businesses and individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
06/20/2019 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CHICAGO IL)
IL
10/01/2008 - 05/21/2019
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
IL
05/01/2001 - 10/01/2008
J.P. MORGAN SECURITIES INC. (CHICAGO IL)
NY
01/12/1999 - 05/01/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
IA
Issued 07/02/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/05/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/10/2005
Series 24 - General Securities Principal Examination
BC
Issued 04/02/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/24/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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